The Personal Trust Quarterly Fund Overview summarises the performance of the Personal Trust Fund’s for the quarter.
Independent Living
15 June 2017 | Wellness in Retirement
Anne MacDonald, Client Wellness Advisor, provides some valuable tips on how to adapt your home to prolong independent living.
Click here to download the pdf.…
Quarterly Fund Overview as at 31 May 2017
5 June 2017 | General
The Personal Trust Quarterly Fund Overview summarises the Personal Trust Fund’s performance for the previous quarter.
Jeni Williams
18 May 2017 | General
It is with great sadness that we record that Jeni Williams, our friend and colleague passed away on Wednesday 10 May 2017, after a long and courageous journey.
Our heartfelt condolences to her parents, John and Daphne, her sister Marie, …
Quarterly Fund Overview as at 28 February 2017
6 March 2017 | General
The Personal Trust Quarterly Fund Overview summarises the Personal Trust Fund’s performance for the previous quarter.
Tax Summary & Guide – 2018 Tax Year
23 February 2017 | General
Ronald Smith summaries the salient features of the budget tabled in parliament on Wednesday, 22nd February 2017.
Income Tax Legislative Update
6 February 2017 | General
Lorraine White elaborates on the recent bills that were passed into Law.
The Pros and Cons of Retirement Village Living
1 February 2017 | Wellness in Retirement
David Anderson, long-standing client and editor of the newsletter, shares his thoughts on Retirement Village Living.
Click here to download the pdf of “The Pros and Cons of Retirement Village Living”…
The 7 Secrets of Healthy Ageing
15 December 2016 | Wellness in Retirement
Anne Macdonald, Client Wellness Advisor, provides the 7 Secrets of Healthy Ageing.
Click here to download the pdf of “The 7 Secrets”……
Preventing Falls
11 October 2016 | Wellness in Retirement
Anne Macdonald, Client Wellness Consultant provides some practical tips on how to prevent falls.
Click here to download the pdf of “Preventing Falls”.…
